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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

254 hedge funds and large institutions have $2.31B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
7.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.81%
New
20
Increased
98
Reduced
75
Closed
15
Calls
$241K
Puts
$205K
Net Calls
+$36K
Net Calls Change
-$852K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$794M
2
M&T Bank
2
M&T Bank
New York
$23.3M
3
TCM
3
Tuttle Capital Management
Connecticut
$12.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$55.1M
5
EFS
5
Edelman Financial Services
Virginia
$84.1M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
NPC
2
National Planning Corporation
California
$3.43M
3
CIM
3
Confluence Investment Management
Missouri
$10.4M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$9.8M
5
Bank of America
5
Bank of America
North Carolina
$90.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$13.2M +$206K +3,424 +2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$12.9M +$1.28M +21,196 +11%
B
28
Baird
Wisconsin
$12.7M +$3.35M +55,728 +36%
DPIM
29
Duff & Phelps Investment Management
Illinois
$12.7M – – –
Jones Financial Companies
30
Jones Financial Companies
Missouri
$12.6M -$114K -1,902 -0.9%
TCM
31
Tuttle Capital Management
Connecticut
$12.4M +$12.4M +205,318 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$11.4M -$674K -11,212 -6%
CPSAC
33
Chas P. Smith & Associates (CPS)
Florida
$11.1M +$398K +6,622 +4%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$10.8M -$662K -11,002 -6%
CIM
35
Confluence Investment Management
Missouri
$10.4M -$9.19M -152,814 -47%
Stifel Financial
36
Stifel Financial
Missouri
$10.2M -$5.92M -98,426 -37%
DWA
37
Dorsey Wright & Associates
California
$9.92M -$19.9K -330 -0.2%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$9.8M -$8.31M -138,108 -46%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$9.75M +$346K +5,752 +4%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$9.68M +$5.21M +87,226 +116%
LI
41
LVZ Inc
Michigan
$9.54M +$301K +4,998 +3%
1IA
42
1834 Investment Advisors
Wisconsin
$9.15M -$64.1K -1,066 -0.7%
RJA
43
Raymond James & Associates
Florida
$8.92M +$786K +13,062 +10%
DADC
44
D.A. Davidson & Co
Montana
$7.68M +$225K +3,740 +3%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$7.45M +$643K +10,682 +9%
CC
46
Courier Capital
New York
$7.34M +$19.2K +320 +0.3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$7.24M +$102K +1,690 +1%
FA
48
FMA Advisory
Pennsylvania
$7.22M +$126K +2,098 +2%
KPCM
49
Kings Point Capital Management
New York
$7.19M +$57.9K +962 +0.8%
FAAS
50
First Allied Advisory Services
California
$7.12M -$203K -3,382 -3%
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